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Comgest Growth Japan JPY Acc

Ranked 257 out of 285 in - Japan over 12 months
All calculations are in JPY unless stated

Managed by

Makoto Egami

Makoto Egami joined Comgest’s Tokyo office in 2013 as a Japanese equity analyst and is today a portfolio manager, identifying quality growth stocks for the Comgest Japan and Comgest Growth Japan funds. He started his career in 2001 at JP Morgan Chase in Tokyo as a credit analyst and went on to work for US‐based Taiyo Pacific Partners as an investment professional before moving on to Macquarie as a Japanese small‐mid cap analyst. Makoto also held the position of senior industry analyst at Google Japan. He graduated from Keio University with a BA in economics and holds an MBA from the Kellogg School of Management (USA), as well as the CMA from the Securities Analysts Association of Japan.

Richard Kaye

Richard Kaye joined Comgest in 2009 as an analyst and portfolio manager, bringing with him a wealth of experience in Japanese equities. Upon joining Comgest, he became co‐lead manager of the Comgest Japan and Comgest Growth Japan funds. Starting his career in 1994 as an analyst with the Industrial Bank of Japan, Richard joined Merrill Lynch in the same role in 1996. In 2005 he moved to the Wellington Management Company in Boston as a portfolio manager of Japanese TMT stocks. Richard graduated from Oxford University where he majored in oriental studies.

Chantana Ward

Chantana Ward joined Comgest in 1998. Based in Paris, she is an analyst and portfolio manager within the Japanese equity team and travels regularly to Japan to research companies and spend time with the Tokyo‐based team members. Chantana has been co‐leading the CG Nouvelle Asie fund since 2002 and also co‐leads the Comgest Growth Asia fund. Since 2008 she has been co‐lead on the Comgest Japan and Comgest Growth Japan funds. Chantana holds an MSc in finance from Baruch College’s Zicklin School of Business in New York, a dual diploma with The American University of Paris.

Objective

The investment objective of the Japan Fund is to create a professionally managed portfolio consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies having their headquarters or carrying out their predominant activities in Japan.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Japan over : 30/04/2016 - 30/04/2017
  • Rank 257/285 Total Return
  • Rank 5/285 Standard Deviation
  • Rank 33/285 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.0%
2016 0.2% -3.2% -2.5% -0.6% 6.7%
2015 19.9% 15.9% 4.4% -11.2% 11.6%
2014 13.9% -2.8% 3.4% 6.1% 7.0%
2013 60.0% 21.1% 11.4% 7.0% 10.8%
2012 18.9% 14.7% -6.4% -1.3% 12.2%
2011 -13.8% -4.1% 1.0% -7.8% -3.5%
2010 -1.7% 6.4% -13.9% -1.0% 8.4%
2009 12.3% -9.4% 14.5% 4.4% 3.7%
2008 -50.8% -23.1% 7.2% -24.3% -21.1%
2007 -17.2% 0.9% 3.9% -7.2% -14.8%
2006 -1.9% 3.8% -7.6% 0.5% 1.9%
2005 42.9% 5.4% 0.6% 13.9% 18.4%
2004 4.8% 8.0% 3.1% -8.1% 2.4%
2003 6.3% -9.0% 14.1% 5.8% -3.1%
2002 -20.7% -2.5% -0.8% -13.0% -5.6%
2001 -15.8% 0.9% 0.5% -17.3% 0.4%
2000 1.4% -11.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Singapore
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date19/05/2000
  • Share Class size9,720Mn
  • Base currencyJPY
  • ISIN IE0004767087

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in JPY).